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State Street SPDR Portfolio S&P 500 Value ETF

1,037 hedge funds and large institutions have $22.2B invested in State Street SPDR Portfolio S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 450 increasing their positions, 344 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $21.7B → $22.2B (+$495M)

5.42% less ownership

Funds ownership: 88.7%83.28% (-5.4%)

8% less funds holding in top 10

Funds holding in top 10: 171157 (-14)

Holders
1,037
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
157
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$19.4M
Puts
$1.21M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
851
Principle Wealth Partners
Connecticut
$237K
SFS
852
Stiles Financial Services
Minnesota
$237K
GFG
853
Grantvest Financial Group
New Jersey
$237K
APWA
854
Atlas Private Wealth Advisors
New Jersey
$236K
NFG
855
Nations Financial Group
Iowa
$234K
GA
856
Goldstein Advisors
Wisconsin
$232K
PW
857
PUREfi Wealth
Massachusetts
$230K
AP
858
Americana Partners
Texas
$230K
VNA
859
Valley National Advisers
Pennsylvania
$227K
LA
860
LexAurum Advisors
Kansas
$227K
JWA
861
JFS Wealth Advisors
Pennsylvania
$225K
WCFA
862
Walkner Condon Financial Advisors
Wisconsin
$225K
PCA
863
Prosperity Capital Advisors
Ohio
$225K
HCMG
864
Howard Capital Management Group
California
$224K
DCM
865
Donaldson Capital Management
Indiana
$222K
CIA
866
Choate Investment Advisors
Massachusetts
$221K
FWM
867
Forza Wealth Management
Florida
$218K
SLC
868
Second Line Capital
Louisiana
$216K
TH
869
TCTC Holdings
Texas
$216K
CB
870
Chris Bulman
California
$216K
MCIA
871
Mountain Capital Investment Advisors
Colorado
$215K
CAM
872
Costello Asset Management
Pennsylvania
$215K
IWB
873
Innovative Wealth Building
Maryland
$214K
VC
874
Veracity Capital
Georgia
$213K
WI
875
Westbourne Investments
Virginia
$213K